SouthState Wealth used eMoney to enhance its bank-based wealth management services and capture held-away assets by strengthening client engagement and financial planning capabilities. Serving over 600 households, the firm experienced significant growth, increasing assets under management from $125 million in 2010 to $2.7 billion, along with strong revenue gains. By regularly demonstrating eMoney tools to both clients and bankers, the team improved collaboration and showcased the value of comprehensive planning. Features such as advanced analytics and visualization tools supported better decision-making and client insights. This approach enabled SouthState to elevate service quality, drive growth, and maintain long-term client relationships.

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